Curious Finance

Curious Finance Our team helps business owners create a systematic, organized, comprehensive financial plan. The CPA was unsure about providing guidance on these matters.

In 2017, I founded Curious Finance with a vision to support CPAs and Enrollment Agents in addressing the unique financial challenges faced by business owners in the construction and medical practice industries. Our mission is to empower these professionals with proactive tax solutions and effective cost management strategies. Through collaboration with a nationwide network of financial specialists

, Curious Finance offers a range of vital services, including Risk Mitigation, Legal Expertise, Investment Consulting, Business Advisory, and Tax Advance Planning. We pride ourselves on helping clients, just like large corporations, discover innovative ways to minimize taxes and optimize their business expenses. Recently, I had a productive conversation with a CPA about a client who is about to experience a $4 million liquidity event from a business sale and has a $4 million cash value life insurance policy. Another client, who sold their business for $7 million, sought advice on tax minimization. His previous CPA suggested purchasing equipment to offset taxable income, not realizing that the client had already sold all their equipment. Faced with such situations, many clients are now turning to us for expert advice and asking us to find them a CPA or EA who has the same mindset like us. No-Hodgepode Financial Solution here. In one instance, we anticipate delivering potential tax savings of up to $1.5 million in the first year of working closely with a client. If you are a CPA or EA seeking a more comprehensive and strategic planning approach that prioritizes the client's best interests, or if you have business owners or high-earning employees looking to reduce taxes and business costs, please feel free to connect with us. We specialize in helping high-net-worth individuals and business owners discover effective ways to enhance their financial well-being while remaining compliant. Your success is our priority.

New Year is coming — and I don’t want you starting the year stressed. If you’re a doctor, dentist, vet, or construction ...
01/01/2026

New Year is coming — and I don’t want you starting the year stressed. If you’re a doctor, dentist, vet, or construction owner, watch this and build your plan now so your finances feel safe and controlled.

New Year is coming.And a lot of people are saying the same thing:“I need a plan.”“I need a New Year resolution.”“I want a better future.”But here’s the truth...

12/23/2025

EMOTION IS NOT WEAKNESS — IT IS THE FOUNDATION OF LASTING FINANCIAL DIRECTION

For years, people have been taught that feeling has no place in money decisions.
That belief has caused more confusion than clarity.

At Curious Finance, we don’t see people as spreadsheets.
We see families. Businesses. Responsibilities. Futures.

Because real planning does not begin with numbers —
it begins with understanding people.

Every recommendation we discuss is grounded in what is allowed, compliant, and appropriate under current laws and regulations.
There is no shortcut around rules.
There is no guessing.
There is no fantasy planning.

But within those boundaries, possibility still exists — when planning reflects real life.

Feeling is not recklessness.
It is awareness.
It is intention.
It is recognizing that financial choices affect health, family, peace of mind, and purpose.

This is how humanity was designed — to think, to reflect, to choose with meaning.
Not to shut down awareness.
Not to detach from responsibility.
But to steward wisely.

Faith teaches discernment.
Wisdom teaches balance.
And thoughtful planning requires both understanding and care.

When people are heard, planning becomes sustainable.
When people are ignored, even the best strategies eventually break.

That is what Curious Finance stands for:
• Respect for people
• Respect for structure
• Respect for responsibility

If you missed the replay, it’s now available.
This conversation is only the beginning.

Because when planning reflects who you are — the future becomes clearer.

Business owners… if you think you already know how to secure your finances, think again.There’s one detail many people o...
11/22/2025

Business owners… if you think you already know how to secure your finances, think again.
There’s one detail many people overlook—until it’s too late.

🎥 Full video here:
👉

Learn how to connect the five pillars of wealth and empower your business with effective financial planning and advice. As a business owner, managing your mo...

Peace of mind builds loyalty.
11/21/2025

Peace of mind builds loyalty.

If you use workers other than employees to perform services for your business in 2025 and pay them $600 or more for the ...
11/20/2025

If you use workers other than employees to perform services for your business in 2025 and pay them $600 or more for the year, you are required to issue each of them a Form 1099-NEC after the end of the year to avoid facing the loss of the deduction for their labor and expenses.

This is our annual reminder that if you use workers other than employees to perform services for your business and pay them $600 or more for the year, you are required to issue each one a Form 1099-NEC after the end of the year to avoid facing the loss of the deduction for their labor and expenses.....

11/19/2025

From retirement contributions to emergency funds, here are the smartest year-end financial moves for every generation--so you can finish the year stronger and start 2026 on solid ground.

Get inspired. Some Wednesday Wisdom from Oakland based Curious Finance
11/19/2025

Get inspired. Some Wednesday Wisdom from Oakland based Curious Finance

11/18/2025

Get prepared for tax season with key record-gathering tips, 2025 changes, new deductions, and guidance to help you file accurately and avoid missing opportunities.

11/17/2025

Learn how equitable ownership works and when you may qualify for mortgage interest and property tax deductions even without holding legal title.

Looking for a sign? Here's your Monday Motivation from Oakland based Curious Finance
11/17/2025

Looking for a sign? Here's your Monday Motivation from Oakland based Curious Finance

11/14/2025

Learn the real difference between capital expenditures (CapEx) and operating expenses (OpEx)--and why it matters for your business's cash flow, taxes, and strategy.

Address

123 Virtual Office
San Leandro, CA
94578

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12097527563

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Our Story

Curious Finance provides individuals and business owners with proactive and holistic planning services. Rather than clients receiving disjointed advice from multiple independent advisors, we bring all the necessary professionals together to work as one team. As a result, our clients are able to reach their personal and professional financial goals in a more efficient and enjoyable process.